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Edgestream Partners’s NBT Bancorp NBTB Stock Holding History

Edgestream Partners’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.59M Buy
+84,304
New +$3.66M 0.12% 331
2025
Q4 		– Sell
-54,904
Closed -$2.29M – 1080
2025
Q3 		$2.29M Sell
54,904
-96,389
-64% -$4.13M 0.07% 492
2025
Q2 		$6.29M Buy
+151,293
New +$6.3M 0.17% 227
2024
Q3 		– Sell
-51,140
Closed -$1.97M – 996
2024
Q2 		$1.97M Buy
+51,140
New +$1.85M 0.1% 338

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edgestream Partners's NBTB Position: Q1 2026 in Review

Edgestream Partners opened a new position in NBT Bancorp (NBTB) in Q1 2026: 84,304 shares worth $3.59M. The stake represents 0.12% of the portfolio and ranks #331 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in NBTB as recently as Q3 2025.

Edgestream Partners first reported a position in NBTB in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.29M in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Edgestream Partners held 84,304 shares of NBT Bancorp worth $3.59M as of Q1 2026.
  • NBT Bancorp was a new Edgestream Partners position in Q1 2026.
  • NBT Bancorp made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #331 holding.
  • Edgestream Partners first reported a position in NBT Bancorp in Q2 2024 and has held it in 4 quarters since.
  • Edgestream Partners's NBT Bancorp position peaked at $6.29M in Q2 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.